What Has Happened to Bonds in 2026?
Abe Wilson
CPA/PFS | Financial Advisor
MY WHY
Why I Became a Financial Advisor
My path to financial advising grew directly out of my years as a CPA. Working with individuals, families, business owners, and professionals from a wide range of backgrounds, I found that many of our conversations extended well beyond tax returns and compliance work into retirement planning, business decisions, and long-term wealth management. Becoming a financial advisor was a natural extension of the trusted relationships I had already built and the guidance my clients were already asking for.
Today, I help clients connect the dots between their tax situation, financial goals, and long-term wealth planning, providing coordinated advice that supports both their current needs and future objectives.
About Abe
Abe Wilson brings more than 19 years of tax and consulting experience to his role as a Financial Advisor at Forum Financial Management. He specializes in proactive tax planning, closely held business advisory, and integrated wealth strategies for business owners, entrepreneurs, and high-net-worth individuals, helping clients navigate complex tax matters, business succession planning, entity structuring, retirement planning, and wealth preservation.
Abe is the Founder and Managing Partner of AJW & Associates, a tax and advisory CPA firm he established in 2017. Before founding AJW & Associates, he spent more than 10 years with RSM US LLP, one of the nation's largest public accounting firms, where he held roles across several areas of RSM's Denver tax practice and advanced into a national specialty tax consulting team, serving clients ranging from closely held businesses to large organizations.
Abe holds a Master of Science in Taxation from DePaul University and a Bachelor of Science in Accounting from the University of Montana. Outside of work, Abe and his wife are happiest raising their son and daughter, with much of their time currently dedicated to their daughter's competitive soccer schedule and the travel that comes with it. As a family, they enjoy skiing, hiking, and biking throughout Colorado and are avid Colorado sports fans. When he's able to carve out some free time, Abe also enjoys getting out on the golf course.
AJW & Associates is a separate legal entity and is not owned by or affiliated with Forum Financial Management. Tax preparation and accounting services offered through AJW & Associates are separate and distinct from, and are not supervised by, Forum Financial Management. Clients are under no obligation to use AJW & Associates tax services in order to receive investment advisory services from Forum.
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally, your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.
